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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingNürensdorfInvest Plan GmbH
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Verified· 3 sources

Invest Plan GmbH

Summary

About the company

The core activity of InvestPlan GmbH is the neutral brokerage of all types of insurance, including health, life, household and vehicle insurance, as well as the creation of individual insurance concepts in cooperation with leading insurance companies. Additionally, the company offers tax consulting and services, including the preparation of tax returns, in cooperation with Bühler Treuhand AG.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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Insurance advisory and brokerage
Advise, compare and arrange all kinds of insurance; tailored insurance concepts, neutral comparisons of quotations and support with leading insurance companies.
Advice for health insurance funds
Advice for health insurance funds, analysis of the requirements profile and comparison of offers for suitable and cost-effective health insurance.
Life insurance advisory
Advice on life insurance, provision for survivors or institutions, lump-sum capital payout at the end of the contract, as well as tax benefits and wealth building.
Household contents insurance advisory
Advice on household contents insurance, selection of a suitable package and assessment of price and claims coverage for fire, water and theft damage.
Vehicle insurance advisory
Advice on vehicle insurance, selection of the right coverage and motor vehicle insurance with comprehensive all-round protection at advantageous premiums.
Reviews

Aggregated rating

Aggregated rating
4.8
of 5

Aggregated from 64 reviews across all connected sources

Sources
GGoogle4.864
★TrustpilotSoon
PProvenExpertSoon

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Location

Breitweg 11
8309 Nürensdorf
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-108.684.796
Founded
2002 · 24 years
Last commercial register change
March 30, 2022
Employees
1 to 10

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